For consultants
Keep each client clear on the next step.
Give clients one place, under your name, for work, files, calls, and bills. Keep the details together as the work moves on.
Free for 14 days. No credit card needed.
A retainer, month by month
The shape of a good month.
A simple routine clients can follow. Every step uses something already in a client space.
Kick the month off
Do the work
Get sign-off
Close it out
A solo practice on a Thursday.
You are an independent consultant with a handful of retainer clients. No team, no office, and you still want to feel professional.
An illustration of how this type of business can use BravaSpace. The people and times are made up.
- 8:45Overview
Greet the client by name
The welcome message and the Next meeting tile make the first screen a good one.
- 10:00Meetings
Join the call from BravaSpace
Create a meeting with a Google Meet or Zoom link. Or set one reusable meeting room link to share.
- 11:30Work
Capture the actions
Add tasks straight after the call. Use Estimate or Steps to tidy them before the client sees them.
- 15:00Reports
File the notes where they can find them
Upload the deck or add a link. It is always in the client's Reports tab, not buried in an old email.
- 17:00Billing
Send the invoice
Invoices and contracts live in Billing. The client pays by card with Pay now, through your Stripe.
The tabs that matter
Fewer tools. More time for clients.
Set up first
Three steps to your first client.
- 1
Brand it
Add your logo, colors and font, so clients see your practice and not ours.Brand styling is included on every plan.
- 2
Start with Just the basics
Use the preset for a lean space. Add Billing when you are ready to invoice here.
- 3
Invite your first client
Write a welcome message, copy the invite link and send it yourself. They set their own password.
Questions
Good to know.
Starter is built for a solo practice: 5 client spaces, 3 team seats and 5 GB of storage. It starts at $39 a month.
They get an invite link, then sign in with a password, Continue with Google or an emailed sign-in link. No installs.
Yes. Meetings uses your Google Calendar and creates Google Meet or Zoom links. You can also share one reusable meeting room link.
Invoices have Pay now, through your own Stripe account. If someone pays another way, use Mark paid.
Yes. Move to Studio or Agency, or add seats and client spaces on top of your plan.
Studio and agents
The first draft, already done.
Say what a client needs and Studio makes it from their numbers, in your brand, ready for you to share. Switch on an agent and it keeps happening, waiting for your yes.
Keep reading
Related pages.
Try it with one client.
Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.